Schroder Asian Total Return - ATR
Designed to protect and grow wealth through all market conditionsWhy invest in ATR?
The Schroder Asian Total Return provides an unconstrained approach to investing in Asian markets, seeking to provide a total return to investors while providing an element of capital protection.
Behind the trust: read our philosophy article >
Investing in high potential companies across the Asia Pacific region
The Portfolio Managers are not bound by benchmarks. This gives them the freedom to support their top investment choices through an active strategy, without being tied to a specific index. As a result, the portfolio is diverse both in terms of geographical location and sector.
Benefit from a smoother journey and the possibility for higher returns
The ability to choose stocks with strong long-term return prospects is further enhanced by the application of a tactical hedging strategy. This strategy aims to provide a less bumpy investment journey compared with the Reference Index by lowering volatility and preserving capital. In the aggregate, this serves to alleviate some of the broader risks associated with investing in Asia.
Rely on decades of Asian investment expertise
The co-portfolio managers Robin Parbrook and King Fuei Lee have more than 50 years of combined investment experience and are renowned for their expertise in Asian equity investing. They draw upon the extensive resources of Schroders’ Asia Pacific equities research team based in six offices across the region, as well as Schroders’ London-based global sector specialists. This helps provide an information advantage in an under-researched and market inefficient region.
AGM recording
Manager Robin Parbrook presented the annual results of the trust for the year ended 31 December 2024 at the 2025 Annual General Meeting.
Download key material
Browse the latest factsheet, explore the latest Report and more for the Schroder Asian Total Return Investment Company plc
Portfolio and Performance Hub
Source: Investment Week, 2024
Source: Kepler Trust Intelligence, 2025
Source: Association of Investment Companies, 2025
Documents
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Invest in the Schroder Asian Total Return Investment Company plc (ATR)
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